Filed May 6, 1996
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $199,456 |
IVINS, PHILLIPS & BARKER3+ years Filed as: IVINS, PHILLIPS, AND BARKER CHTD Service code 29 · EIN 52-1229560 | Legal | $127,235 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT Service code 28 · EIN 36-3109431 | Investment Management | $76,290 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $28,000 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 11.83% | 22.74%-10.9pp | 16.78%-4.9pp | 13.95%-2.1pp |
| Employer contribution / active EE | $7,003 | $16,157-56.7% | $26,328-73.4% | $16,598-57.8% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |